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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,206 | $35,183-36.9% | $73,550-69.8% | $70,126-68.3% |
| Participation rate | 23.3% | 42.9%-19.7pp | 54.9%-31.7pp | 69.5%-46.3pp |
| Annual return | 15.67% | 26.90%-11.2pp | -15.16%+30.8pp | 73.15%-57.5pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $462 | $1,220-62.1% | $1,804-74.4% | $3,332-86.1% |
| Admin fee / account holder | $2,801 | $2,302+21.7% | $2,320+20.8% | $4,645-39.7% |